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  • Create a Form
    Search for and select a project. Switch to the Forms view from the project's navigation bar. The Forms tab might be hidden under the More... option. Click Add form in the view's top right.
  • Adding Followers to Project Items
    In the Teams tab, you can also select entire teams to add as followers.
  • Connect Client Emails
    What Create Teamwork Desk inboxes directly from Teamwork.com to receive and manage your client emails. You'll be able to track those emails in client and project views in Teamwork.com!
  • Interacting with Tasks via Email
    Within Teamwork.com, you can reply to task notification emails with a command to interact with the task without having to log in to your site.
  • Navigating the Teamwork.com iOS App
    Quick add Using the blue + icon in the navigation bar, you can quickly add new: Project Event Message Start timer Log time Task Custom The two icons on the right of the navigation bar are customizable.
  • QuickBooks Online Advanced
    Why Accurately account for time logged in Teamwork.com when invoicing clients in QuickBooks. Reduce manual work and margin for error with automatic time log syncing.
  • Associating a Calendar Event with a Project
    Click the More option in the main navigation menu on the left of your site and select Calendar from the pop-out menu. Click the Add Event button in the top right of the Calendar area.
  • Create a Custom Report Chart
    Why Charts help people identify patterns and trends that might not be immediately apparent in a raw numerical format.
  • Webhooks
    Add a custom prefix to tasks when they are created in Teamwork.com.
  • Client Users
    When Any time you acquire new client work and need the client to have visibility over the project in some capacity (communicate with them via the project, collaborate with them on the work (reviews, approvals
  • Create a Task List
    Who All site admins and project admins Standard users and client users with permission to: Add task lists (ability to create, edit, and delete task lists on the project) When First, create a project, then
  • Using Code Samples
    Within Teamwork.com, you can add code samples to certain project items such as notebooks, that use the WYSIWYG editor.
  • Adding a Site Logo
    Within Teamwork.com, you can add a custom logo to your site to be used in email notifications and your Teamwork.com login screen.
  • People
    You will be able to interact with them on projects and project items such as tasks and messages. You can control what each user can see and do in each of their projects.
  • Editing Event Types
    Within Teamwork.com, you can edit the event types available in your site calendar. Note: To add or edit event types, you will need to be a site administrator.
  • Tentative Projects
    Click the downward arrow on the Add allocation button in the view's top right. Select Add tentative project . Enter a project name.
  • Adding a Link via Email
    Within Teamwork.com, you can you can add links to your projects via email. Note: Any project members with the project permission to Add Links can use the post via email feature.
  • Form Task Field Mapping
    Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Forms view from the project's navigation bar.
  • Purchase a Teamwork.com Subscription
    Who Site admins (in the owner company) on free or trial accounts can purchase and manage subscriptions.
  • Create an iCal Feed from Teamwork.com to Google Calendar
    To view the Calendar, click the More option in the main navigation menu on the left of your site and select Calendar .
  • Using Project Budget Panels
    ✔ Available on Free Forever, Starter, Deliver, Grow, and Scale subscriptions Within Teamwork.com, you can add a project budget panel to your custom dashboards based on the existing budgets on your projects
  • Portfolio Triggers
    Who Site admins (in the owner company) can create and manage Portfolio boards, columns, and triggers.
  • Creating Tasks via Email
    Locate a project's tasks email address In the List area of your project, click the options button (three dots) in the top right and select Post Tasks via Email from the dropdown menu.
  • Using the TaskReviewer Integration
    The TaskReviewer browser extension for Google Chrome and Microsoft Edge enables you to create reviews of media assets for your team to give feedback on and approve.
  • Project Budget Expenses
    Create a budget expense Try in-app Click Jump to in Teamwork.com's main navigation menu. Search for and select a project. Switch to the Finance section from the project's navigation bar.